Passing the accumulated wealth is a major concern for many Australians; especially after the recent share and property market boom. Without proper tax planning, people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate they pass on to chosen beneficiaries.

Minimising your tax liability and maximising what you're able to pass on calls for considerable skill and foresight - and a detailed knowledge of the legal framework surrounding the taxation of Estate benefits.

We also provide advice and a reasonable stock of low risk investment properties across Australia which qualify for government tax free incentives and can be purchased both inside Super (SMSF) or outside and can form basis of a very tax efficient retirement planning strategy. Give us a call on 0433 107 356 to book an obligation free appointment or click on the link on right to have a look at some of these properties.